Follow

Creating a new Salesforce user - Back office

The table below shows all the steps to create a new back office user in Salesforce.

Field

What’s it for

What can I put here?

How do I decide?

License

Full or partial license

Salesforce, Chatter

It’s always “Salesforce” for us

Role

Controls security based on hierarchy

Go to setup->Manage users->Roles and select “expand all” then find the correct role

Compliance/Risk/Ops and the Treasury Risk roles cover most of back office

Profile

Controls permissions, very important

Select a profile

See table below

Username

This is always their email address

Email

Email

Email

Email

Email

Email

Nickname

This will be created for you

 

 

Alias

This will be created for you

 

 

Service Cloud user

Checkbox gives access to Case mgmt

A check

Always check it

Manager

To route approval requests

Their manager’s name

Should be on the new starter form (if it’s not then we should add it)

BOS username

HR use this to match SF user data with People

firstname.lastname

Keep it simple, no special characters etc.

Timezone

Any time-based processes

Choose the right one from the list

Common sense


How to choose the right profile

What do they do?

Location

Profile

TF Risk

Anywhere

TF Risk user

Treasury

Anywhere

Treasury user

Project Office

Anywhere

Project Office

Marketing

Anywhere

Super Admin

Compliance, onboarding, operations

Anywhere

Ebury Compliance user

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk